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Detail

Tasks Managing Tasks

This section will show the Detail of any linked item, e.g. a Sales Order. Detail This will vary ...

Updated 8 months ago by Mike

Task Summary

Tasks Managing Tasks

This section shows essential information about the Task.  Summary Use this to enter a summary of...

Updated 8 months ago by Mike

Status

Tasks Managing Tasks

This section shows the status of the Task; this is actually managed within the Task Summary. The...

Updated 8 months ago by Mike

Summary

Tasks

Use this screen to add, view and manage Tasks.  It contains a summary of all Tasks, and may be us...

Updated 8 months ago by Mike

Finding Video IDs

General Workflows

YouTube These can be found in the video URL: Vimeo These can be found in the video URL:

Updated 8 months ago by Mike

Summary

Competitions

Use this screen to edit, manage and add Competitions.  Your current Competition will be output to...

Updated 8 months ago by Mike

Hide Left Navigation

Product Listing Page

This will allow the user to toggle how the left hand navigation appears on Product Listing Pages ...

Updated 8 months ago by Mike

Delivery Notes

General Documents

This will produce a form that can be used to confirm delivery with the Customer.

Updated 8 months ago by Mike

Photo Gallery

General Discontinued

This feature is no longer supported.

Updated 8 months ago by Mike

Shipping Labels

General Documents

Updated 8 months ago by Mike

Sales Order Invoices

General Documents

These are output for each Sales Order.  It is possible to customise the text that is output on th...

Updated 8 months ago by Mike

Picking List

General Documents

A Picking List may be printed from various sections of the system. It will include essential info...

Updated 8 months ago by Mike

Delivery

Stock Transfers Stock Transfer (Detail)

Use this screen to book delivery of the Stock Transfer on a lorry. You can also use the Scheduli...

Updated 8 months ago by Mike

Adding Delivery to a Sales Order in the EPoS

EPoS Adding a New Sales Order in the EPoS

1. Delivery can be added to an order by clicking "Add Delivery". 2. From here you can select the...

Updated 8 months ago by Mike

How to Schedule a Sales Order/Stock Transfer

Scheduling

Note that this process can works for both Stock Transfers and Sales OrdersStores 1. Press the Sch...

Updated 8 months ago by Mike

Create New Order

Create New Order

Use this interface to create a new order within the CMS; this will open the Sales Orders screen. ...

Updated 8 months ago by Mike

Refund to Voucher

General Sales Order Management

When processing a refund, it is possible to process a refund as a Voucher.  If done, this will au...

Updated 8 months ago by Mike

Adding a New Unique Stock Record

Categories Workflows - Products

A Unique Stock Record is a version of a Variant to which Customisations have been applied.  There...

Updated 8 months ago by Mike

Transactions

Payment Reports

This report will show a breakdown of company-wide payments within a given period. This will inclu...

Updated 8 months ago by Mike

Payment by Date

Payment Reports

This report will show a breakdown of company-wide payments within a given period. This informatio...

Updated 8 months ago by Mike